Shepherd Financial Partners’s Omnicom Group OMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,371
| Closed | -$204K | – | 234 |
|
|
2024
Q4 | $204K | Sell |
2,371
-175
| -7% | -$15.1K | 0.02% | 214 |
|
|
2024
Q3 | $263K | Hold |
2,546
| – | – | 0.03% | 190 |
|
|
2024
Q2 | $228K | Buy |
2,546
+18
| +0.7% | +$1.62K | 0.03% | 200 |
|
|
2024
Q1 | $245K | Buy |
2,528
+20
| +0.8% | +$1.94K | 0.03% | 194 |
|
|
2023
Q4 | $217K | Buy |
+2,508
| New | +$217K | 0.03% | 197 |
|
|
2023
Q3 | – | Sell |
-2,439
| Closed | -$232K | – | 195 |
|
|
2023
Q2 | $232K | Buy |
2,439
+18
| +0.7% | +$1.71K | 0.04% | 175 |
|
|
2023
Q1 | $228K | Buy |
+2,421
| New | +$228K | 0.04% | 165 |
|
|
2022
Q2 | – | Sell |
-2,728
| Closed | -$231K | – | 166 |
|
|
2022
Q1 | $231K | Buy |
+2,728
| New | +$231K | 0.04% | 151 |
|
|
2021
Q4 | – | Sell |
-2,991
| Closed | -$217K | – | 158 |
|
|
2021
Q3 | $217K | Buy |
2,991
+140
| +5% | +$10.2K | 0.04% | 145 |
|
|
2021
Q2 | $228K | Buy |
2,851
+22
| +0.8% | +$1.76K | 0.04% | 140 |
|
|
2021
Q1 | $210K | Buy |
+2,829
| New | +$210K | 0.05% | 138 |
|
|
2020
Q4 | – | Sell |
-8,381
| Closed | -$415K | – | 136 |
|
|
2020
Q3 | $415K | Buy |
8,381
+568
| +7% | +$28.1K | 0.1% | 100 |
|
|
2020
Q2 | $427K | Sell |
7,813
-237
| -3% | -$13K | 0.12% | 91 |
|
|
2020
Q1 | $442K | Buy |
8,050
+105
| +1% | +$5.77K | 0.15% | 85 |
|
|
2019
Q4 | $644K | Buy |
7,945
+2,436
| +44% | +$197K | 0.15% | 87 |
|
|
2019
Q3 | $431K | Buy |
5,509
+648
| +13% | +$50.7K | 0.11% | 92 |
|
|
2019
Q2 | $398K | Sell |
4,861
-337
| -6% | -$27.6K | 0.07% | 98 |
|
|
2019
Q1 | $379K | Buy |
+5,198
| New | +$379K | 0.07% | 97 |
|